+992.6%
WDC vs AXON
+177.9%
+814.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.0% | +4.1% | +2.5% |
| 7D | +6.0% | -2.5% | +8.5% | +6.3% |
| 30D | +9.9% | -11.5% | +21.4% | +11.8% |
| 3M | -9.4% | +7.3% | -16.7% | -12.3% |
| 6M | +94.7% | -11.9% | +106.7% | +95.2% |
| YTD | +177.4% | -11.0% | +188.4% | +174.5% |
| 1Y | +412.6% | -31.8% | +444.3% | +436.7% |
| 3Y | +1,359.8% | +135.4% | +1,224.4% | +944.2% |
| 5Y | +992.6% | +176.9% | +815.7% | +534.9% |
| All | +992.6% | +177.9% | +814.6% | +534.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AXON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling